Growth
Clarity
Compliance
CFO Services
Offer high-level financial leadership without the cost of a full-time CFO. We partner with Grants Pass area businesses to guide growth, budget forecasting, cash flow optimization, and strategic decision-making.
You’ll get clear insights on profitability, capital needs, financial controls, and planning. As your virtual CFO, we act as your financial compass—especially useful when you’re scaling, pivoting, or managing transitions.
Business Tax Preparartion
Navigating business tax rules in Oregon (and federal tax law) can be complex. We work year-round to maintain compliance, reduce liabilities, plan ahead for tax-advantaged decisions, and respond quickly to changes in law.
Whether you’re organized as a corporation, S-corp, LLC, or partnership, we tailor strategies to your entity and industry. For Grants Pass businesses, we also stay current on Oregon-specific rules and local incentives to help you keep more of your earnings.
Bookkeeping Support
Accurate bookkeeping is the foundation of financial clarity. We handle day-to-day accounting—tracking income, expenses, reconciling accounts, and generating monthly reports—so you always know where your business stands.
Clean records help you make sound decisions, simplify tax time, and monitor your performance. We’ll free up your time so you can focus on your business, not spreadsheets.
Financial Advising
Your financial data holds insight—our job is to help you act on it. As your advisor, we analyze your operations, identify opportunities, manage risk, and coach you on investments, financing, cash-flow decisions, and long-term planning.
Whether you’re preparing for a business expansion or want better clarity in your financial path, we’ll help you build a roadmap toward sustainable success.
Payroll Services
Payroll shouldn’t be a headache. We take care of payroll processing, tax withholding, filings, and compliance—so your employees are paid timely and accurately, and you avoid penalties.
We serve businesses in Grants Pass and surrounding areas of all sizes. As your business grows, our payroll solutions scale with you, supporting direct deposit, labor tracking, benefits, and quarterly/year-end filings.
Human Resource Services
Growing a team is exciting—but it also comes with risk. We support HR functions like hiring policies, employee onboarding, compliance, benefits, performance management, and HR best practices.
Especially for businesses in Grants Pass and Jackson County, we help you stay compliant with local labor laws, maintain equitable policies, and build a strong workplace culture.
Local Focus & Insight
As a CPA serving the Grants Pass area, we understand Oregon business context and community challenges.
Full Spectrum Financial Support
From daily bookkeeping up to CFO-level thinking, we cover every financial angle.
Proactive Advising
We don’t just react; we plan ahead so you can anticipate opportunities and avoid surprises.
Personalized Service
Each client gets customized strategies—not a one-size-fits-all template.
Long-Term Partnership
We aim to be your go-to professional, helping you through changing seasons of your business.
Steven Stratton, Independent Financial Advisor
